Client intake and case management. Turn inquiries into signed clients and keep every matter moving.
Firms lose clients in the gap between first contact and signed engagement, and lose hours to administrative work inside every matter. We build intake, automation and knowledge systems for practices of every size.
Client intake & case management. That is the brief. Below is what we build to deliver it.
Qualify leads, run conflict checks, collect documents and schedule consultations across web, phone and text.
Deadlines, tasks, document generation and client updates driven by matter type and stage.
Review, summarize and search contracts, discovery and filings with citations back to the source.
Intake conversion, matter profitability and workload in one view.
A litigation firm automates intake for its consumer practice. Prospects are qualified and scheduled within minutes of reaching out, documents are collected before the first call, and attorneys open each consultation with the file already built.
Ready to transform your business with custom AI solutions? Connect with our team of specialists to discover how Botmakers can streamline your operations.